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DAVID ROMANO

124 known aliases resolved via the canonical alias map

Market position · 2024

Plans served37-1 YoYRank #457 of mapped providers
Assets under administration$12.8B0.0%Market share · rank #975
Fees received$2MMedian $37,000/planSum across Schedule C direct + indirect
Net wins YoY-27 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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